Best Investors
Account
Sign in
950 North Milwaukee Avenue Suite 101, Glenview, IL 60025-3771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
Branch Locations
1716 Briarcrest Ste 602, Bryan, TX 77802 • United States
950 North Milwaukee Avenue Suite 101, Glenview, IL 60025-3771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Ames | IA | 08/2020 | 12/2023 |
| Coverdale Tiling | Dysart | IA | 07/2010 | 08/2020 |
| Hydraulic Works | Bryan | TX | 06/2013 | 09/2016 |
| Regal Securities | Bryan | TX | 08/2023 | Present |
Name: Coverdale Wealth Management Address: 1716 Briarcrest, Ste. 602, Bryan, Texas 77802 Nature of Business: LLC for managing taxes and other business expenses for the IRR Position: Owner Investment-Related: Yes Start Date: 6/2024 Hours per month: varies Hours during trading: none Name: Kendall Hunt Address: 4050 Westmark Drive, Dubuque, IA 52002 Nature of Business: Inherited royalties on a book written by another Position: beneficiary Investment-Related: No Start Date: 2/2016 Hours per month: 0 Hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
Reach out to this advisor